Our Investment Process
Our top-down investment process first establishes outlooks and develops portfolio themes to emphasize parts of the market we believe will perform best, such as different countries and stock market sectors. We then analyze individual securities and select those we believe best capture our high-level views.
Global Macro Driver Analysis
We analyze a wide range of economic, political and sentiment drivers to formulate forecasts and develop portfolio themes.
Prospect List Definition
Based on our macro driver analysis, we identify securities that best capture the high-level themes in our outlook and forecast.
We conduct fundamental analysis to select securities with strategic attributes that provide competitive advantages over peers.